How to Extract WooCommerce Sales to Excel Using Pabbly Connect: A Step-by-Step Guide

Learn how to extract WooCommerce sales data into Microsoft Excel using Pabbly Connect. This detailed tutorial covers every step for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WooCommerce and Excel Integration

To begin extracting WooCommerce sales data into Microsoft Excel, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly website. This will allow you to utilize the automation tasks offered by Pabbly Connect, enabling seamless integration between WooCommerce and Excel.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘WooCommerce to MS Excel’, to easily identify it later. This setup will facilitate the automatic transfer of sales data from WooCommerce to your Excel sheet.

2. Configuring the Trigger Event in Pabbly Connect

In this step, you will configure the trigger event in Pabbly Connect that initiates the workflow. Select WooCommerce as your trigger application and choose the ‘New Order Created’ event. This means every time a new order is placed in your WooCommerce store, it will trigger the workflow.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. Follow these steps to connect WooCommerce to this webhook:

• Go to your WooCommerce settings in WordPress.
• Select the ‘Advanced’ tab and click on ‘Webhooks’.
• Click ‘Add Webhook’ and enter a name like ‘Sales’.
• Set the status to ‘Active’ and paste the webhook URL.
• Choose the topic ‘Order Created’ and save the webhook.

Now, every time a new order is created, WooCommerce will send the sales data to Pabbly Connect.

3. Capturing Sales Data from WooCommerce

Once the connection is established, you can capture sales data using Pabbly Connect. After setting up the webhook, create a test order in your WooCommerce store. This test order will help you verify that the integration is working correctly.

After placing the test order, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action will allow Pabbly Connect to capture the details of the new order, including the total amount and any taxes. Ensure that you toggle the ‘Simple Response’ option to off to receive the data in array format, which is essential for the next steps in your workflow.

4. Formatting Sales Data for Excel Integration

Now that you have captured the sales data, the next step is to format it for Microsoft Excel using Pabbly Connect. First, use the ‘Date Time Formatter’ feature to convert the order date into a more readable format. Select the action event ‘Format Date with Time Zone’ and map the order date from the previous step.

After formatting the date, add a new action step by selecting Google Sheets as your application. Choose the action event ‘Add New Row’ to send the formatted data to your Google Sheets. Map the fields accordingly, ensuring that the date and total sales values are correctly assigned to the respective columns in your Google Sheets spreadsheet.

5. Sending Data to Microsoft Excel

Finally, you will send the formatted sales data to Microsoft Excel using Pabbly Connect. Select the action event ‘Add Row to Worksheet’ under Microsoft Excel. Connect your Microsoft Excel account by authorizing Pabbly Connect to access your Excel files.

Choose the workbook and worksheet where you want to store the sales data. Map the date and total sales fields from the previous steps. Once everything is set up, click on ‘Save and Send Test Request’ to verify that the data is correctly sent to your Excel sheet. This automation will now run in the background, capturing sales data automatically and populating your Excel sheet without manual intervention.

Conclusion

In this tutorial, we demonstrated how to extract WooCommerce sales data into Microsoft Excel using Pabbly Connect. By following these steps, you can automate the process of capturing and formatting your sales data, making it easier to analyze and improve your business operations.